Intern, Institutional Portfolio Operations

0 - 3 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You are seeking a motivated and detail-oriented Intern for the Institutional Portfolio Operations team at Connor Clark & Lunn Financial Group in Gurugram, India. This internship provides a hands-on experience in asset management operations, focusing on portfolio reconciliation, fee calculation, AUM reporting, and corporate action. **Key Responsibilities:** - Assist in daily portfolio reconciliation tasks. - Ensure accuracy and completeness of data. - Identify and resolve discrepancies in portfolio data. - Collaborate with team members to enhance reconciliation processes. - Prepare required reports and documentation. - Calculate management and performance fees. - Conduct fund reporting, including AUM reporting. **Qualifications Required:** - MBA or B.Com in Finance/Accounting. - Freshers or candidates with up to 1 year of industry experience. - Good knowledge of the securities market. - Proficiency in Microsoft Excel. - Familiarity with Power BI preferred. - Strong analytical and problem-solving skills. - Excellent attention to detail. - Good communication and interpersonal skills. At Connor Clark & Lunn Financial Group, you will join an independent and employee-owned company with a rich history of over 40 years. With offices across Canada, the US, the UK, and India, CC&L Financial Group manages over $139 billion in assets, offering a diverse range of investment products to institutional, high-net-worth, and retail clients. If you are eager to learn, adapt to new challenges, and work as part of a team, this position offers a great opportunity to kickstart your career in asset management. To apply for this position, please submit your resume and cover letter as one PDF. We thank all applicants for their interest, and only shortlisted candidates will be contacted for interviews.,

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